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Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
2751
Innovative Asset Advisors Group
Connecticut
$238K +$17.5K +51 +8%
CB
2752
Chris Bulman
California
$238K +$20.2K +59 +10%
FFO
2753
Fiduciary Family Office
Florida
$237K -$17.5K -51 -7%
CWA
2754
Canvas Wealth Advisors
Kansas
$237K +$11.3K +33 +5%
EC
2755
EntryPoint Capital
New York
$237K +$224K +654 New
AWM
2756
Ariadne Wealth Management
California
$236K +$223K +652 New
MCI
2757
MRP Capital Investments
Georgia
$235K – – –
IWA
2758
Inspirion Wealth Advisors
Illinois
$235K – – –
PAM
2759
Pacific Asset Management
Washington
$235K +$222K +648 New
IFA
2760
Index Fund Advisors
California
$234K +$4.11K +12 +2%
CGA
2761
Crescent Grove Advisors
Illinois
$234K – – –
AFG
2762
ABLE Financial Group
Arizona
$234K +$685 +2 +0.3%
CPA
2763
Cardiff Park Advisors
California
$234K – – –
RMC
2764
Ring Mountain Capital
California
$234K +$685 +2 +0.3%
SA
2765
Strategic Advisors
New York
$234K +$685 +2 +0.3%
EIP
2766
Essential Investment Partners
Colorado
$234K – – –
BSI
2767
Bennett Selby Investments
Maine
$234K +$2.74K +8 +1%
CCMI
2768
Creative Capital Management Investments
California
$234K +$5.48K +16 +3%
EIG
2769
Ellenbecker Investment Group
Wisconsin
$233K +$342 +1 +0.2%
AM
2770
Atwater Malick
Pennsylvania
$233K +$220K +644 New
WF
2771
Whelan Financial
California
$233K +$9.24K +27 +4%
CWMGP
2772
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$232K +$1.37K +4 +0.6%
LWM
2773
Lakeridge Wealth Management
Ohio
$232K +$4.79K +14 +2%
FFP
2774
Forbes Financial Planning
Rhode Island
$232K -$103K -300 -47%
NFP
2775
Narus Financial Partners
Utah
$232K -$8.56K -25 -4%